Skip to Content

Online Self-paced Program FAQs

Online Self-paced Certificate in Financial Planning Program FAQs

Expand or Collapse all.
  • Students have access to the program for 9 months, and may purchase extensions to go beyond that.  You must contact Dalton Education at 877-426-2373 within 30 days of your access expiring to extend access to the program.  In addition, you can acess the program from any computer with Internet access. 

    Upon successful completion of the program, students will have access to the program for three months. 

  • All students who enroll in the online self-paced Executive Certificate in Financial Planning Program will have access to their online classroom for 9 months, which is the projected completion time period.  There is a complimentary 3 month grace period after your 9 month access has expired to complete your program.  After the initial 9 month access, and the 3 month grace periods have ended, students that have not completed the program will have the option to extend access based on the following options:

    • 1 month:  $50.00 (an opt-in charge will occur monthly until program completion or opt-out)
    • 3 months:  $135.00
    • 6 months:  $240.00
    • 12 months:  $425.00

    All students will be notified before their access expires via an email reminder one month before the initial 9 month access ends and they are entering into the 3 month grace period at no charge.  During the grace period, students can purchase additional time to access all education courses as long as needed.  Other reminders will be emailed to notify students who are approaching an expiration date. 

    If a student allows their access to expire, there will be a $200.00 reactivation fee plus the charges for the time as described above.  For example, if a student allows their access to expire and needs 3 more months to complete the program, there will be a $200.00 reactivation fee plus $135.00 to extend, or $335.00 total.  These fees are non-refundable and will not be pro-rated if the program is finished any sooner than anticipated. 

  • The program is designed to be completed in 9 months, which assumes you spend about 5 hours per week doing the online assignments and another 4-8 hours of reading chapters and completing the homework exercises.  The program can be completed in less time if you are familiar with some of the material or if you are able to spend more than the recommended time each week. 

  • The online End of Course Reviews are four hours of instruction, delivered over the Internet.  Students are given access to watch the recordings of these reviews.  Instructors cover the most important concepts for the course and what is most likely to be tested on the final exams.  The classes are four hours long and can be viewed at your convenience. 

  • Prior to taking the CFP® Certification examination, it is highly recommended that students take a review course for the CFP exam.  The Dalton Review® is the most trusted name in reviews for the CFP exam.  The Dalton Review® was developed by former members of the CFP Board's Council on Examinations and has pass rates of 70-80% on the CFP exam.  For more information, visit the Dalton Review® for CFP Exam.

  • At the end of each course, you are required to complete a final exam.  A final exam typically consists of 100 multiple choice questions.  A passing grade is scoring 70% or higher on an exam.

  • To qualify for a refund, please notify Dalton Education in writing within 5 business days of placing your order.  Students may access the course as many times as the wish during the first 5 days of enrolling in the program and will still receive a refund.  No refunds are provided after the 5th day of enrolling in the program.